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How to Create a Deal room

How to create a room to share with participants

Updated over a week ago

This help article explains how to create and customize a Deal room for your clients using our company finder tool and personalization options.
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Important note: A standard Deal room cannot be saved as a template. If you need a reusable Deal room, visit the Content section to create a Deal room template.

Creating a New Deal Room

  1. Click on "Create room" in the top left corner

  2. You'll see our new three-step process:

    • Search company

    • Room name

    • Room collaborators

Step 1: Search Company

Our company finder tool makes it easy to personalize your room for the client:

  • Type your client's company name in the search field

  • The tool will automatically suggest company options

  • Once selected, the company URL and name fields fill in automatically

  • You'll see a suggested logo for the company

If the suggested logo isn't what you want:

Click "Show other options" to view alternative logo variations

Or use "Upload buyer logotype" to add your own custom logo


Step 2: Add Room Name

  • Enter a descriptive name for your room (e.g., "T3chflow Ltd. for Spotify")

  • Choose a name that clearly identifies both your company and the client

Step 3: Add Collaborators

  • Invite team members who will help you build and manage the room

  • Select colleagues from the dropdown or add them later in Settings


Setting Up Your Room

After creating your room, you'll be in draft mode where you can:

  • Customize the hero section with engaging text and media

  • Add content to the default page or create new pages

  • Configure room settings before publishing
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Customizing the Hero Section

The Hero section is the first impression your clients will have of your Deal room. Make it count with powerful branding and engaging content:

  • The client's logo appears automatically in the Hero section

  • Add compelling headlines and introductory text to explain the purpose of the room

  • Include videos or images to create visual impact

  • Personalize the messaging to address your client's specific needs or pain points

  • Toggle the logo display on or off based on your design preferences

Learn more: Learn more about creating Hero sections in our detailed Hero section guide.

Working with Content

Once your room is created, you'll use the Content section to build your Deal room with your sales content for your client.

Adding Pages and Content

  • Click on "+ Create page" to add new pages to your room

  • Build pages from scratch or add content from your library

  • Each page appears in the navigation tree on the left side

Adding and Managing Sections

Sections help you organize content within a page:

  1. Hover over an existing section and click the "+" icon that appears

  2. Select the type of section you want to add (text, media, columns, etc.)

  3. Customize the new section with your content

  4. Rearrange sections by dragging the handle icon on the left

  5. Access section settings through the three dots menu (...)

  6. Delete a section by selecting "Delete" from the three dots menu

Sections help create visual breaks in your content and make it easier for clients to navigate through your information.

Working with the Content Editor

The content editor gives you powerful tools to create engaging content:

  • Click "Click to start typing" to begin adding text to any section

  • Use the formatting toolbar to style your text with headings, bullet points, and more

  • Add new sections by clicking the "+" button at the bottom of existing sections

  • Insert media elements like images and videos using the toolbar options

  • Create structured layouts with columns, cards, and other design elements

Learn more:
​How to use the editor

Deal Room Settings

Access your Deal room settings by clicking the settings icon up in the right corner. The settings panel is organized into five tabs:


General Settings

In this tab, you can configure:

  • Room name and company name: Update these at any time

  • Value: Set a monetary value for the deal (visible only to you, used for internal statistics)

  • Reminders: Toggle automatic reminders for participants who haven't visited the room

    • Set when to send the first reminder (days after invitation)

    • Set if and when to repeat reminders

Availability Settings

Control who can access your room:

  • Room access: Choose between:

    • Allow anyone to access with a universal link

    • Restrict to only invited participants

  • Unpublish room: Temporarily make the room unavailable to participants

    • Unpublished rooms can be re-published from the Unpublished tab

  • Delete room: Permanently remove the room (cannot be retrieved after deletion)

Functionality Settings

Enable or disable specific features:

Disabled features will be hidden from both you and participants, but no content will be deleted.

Collaboration Settings

Manage who can work on the room:

  • Room owner: Change ownership to another team member

  • Collaborators: Add or remove team members who can edit the room

Company Settings

Update client information:

  • Search company: Find a different company or update the existing one

  • Company logo: View or change the current logo

  • Company URL and name: Update these fields as needed

  • Upload buyer logotype: Manually upload a custom logo if needed

Adding Participants

Once your room is ready:

  1. Click "Invite" up in the right corner and "Add participants"

  2. Enter email addresses of the people you want to invite

  3. You can send invitations immediately or copy links to share later

Publishing Your Room

When you're satisfied with your room setup:

  1. Click "Publish room" at the top of the screen

  2. Choose how to share with participants:

    • Send invitation emails to all participants

    • Copy universal link to share with anyone

Learn more:

Branding: Learn how to customize the look and feel to match your company profile

Updating Your Profile: Add your profile picture and details to look professional in the Deal room

Creating Deal Room Templates: If you want to create reusable Deal rooms, create a template instead

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